Andrew Heron
Financial Advisor, Investment Adviser Representative
Lincoln Investment
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Locations
About
20 years of dynamic experience working in small, mid-size, and Fortune 500 companies in roles that include data analyst, sales manager, non-profit board member, and performance award winning financial services producer (10 of the past 20 years). During my time as a financial services producer, I have helped hundreds of clients to protect and grow their assets. As an independent financial services professional, I am able to shop the market for competitive solutions that help my clients to achieve your objectives.
Fiduciary Status
I am a fiduciary.
A fiduciary financial advisor has taken on the responsibility of acting on behalf of their client’s best interest. Fiduciaries must provide all relevant facts to clients, ensure advice is thorough and accurate, and avoid using their client’s assets to benefit themselves.
Languages
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English
Memberships
No Submissions
Experienced with
No Submissions
Hobbies and Interests
No Submissions
Qualifications
Certifications
Notary Public
Health Life and Annuities License
Financial Exams
Series 6
Education
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Washington And Lee University (B.A.)
Approximate Fees
Please contact the advisor for additional information on fees.
Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.
Hourly charges
A percentage of assets under management
Commissions
Fixed fees
Disclosures
0
Events
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